ZipRecruiter

Log In

1

Wealth Management Tax Jobs (NOW HIRING)

Pwc

Asset & Wealth Management Tax Manager

Washington, DC · On-site

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on ...

Pwc

Asset & Wealth Management Tax Manager

San Diego, CA · On-site

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on ...

Pwc

Asset & Wealth Management Tax Manager

Philadelphia, PA · On-site

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on ...

Pwc

Asset & Wealth Management Tax Manager

Pittsburgh, PA · On-site

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on ...

Pwc

Asset & Wealth Management Tax Manager

Hartford, CT

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on ...

Pwc

Asset & Wealth Management Tax Manager

Austin, TX

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on ...

Pwc

Asset & Wealth Management Tax Manager

Louisville, KY · On-site

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on ...

Pwc

Asset & Wealth Management Tax Manager

San Juan, PR · On-site

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on ...

Pwc

Asset & Wealth Management Tax Manager

Detroit, MI · On-site

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on ...

Pwc

Asset & Wealth Management Tax Manager

Boston, MA · On-site

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on ...

Pwc

Asset & Wealth Management Tax Manager

Cincinnati, OH · On-site

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on ...

Pwc

Asset & Wealth Management Tax Manager

Atlanta, GA · On-site

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on ...

Pwc

Asset & Wealth Management Tax Manager

Houston, TX · On-site

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on ...

Pwc

Asset & Wealth Management Tax Manager

New York, NY · On-site

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on ...

Pwc

Asset & Wealth Management Tax Manager

Greensboro, NC · On-site

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on ...

Pwc

Asset & Wealth Management Tax Manager

Albany, NY · On-site

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on ...

Pwc

Asset & Wealth Management Tax Manager

San Antonio, TX · On-site

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on ...

next page

Showing results 1-20

All JobsWealth Management Tax Jobs

Wealth Management Tax information

See salary details

$55K

$129.4K

$176K

How much do wealth management tax jobs pay per year?

As of Jun 13, 2026, the average yearly pay for wealth management tax in the United States is $129,367.00, according to ZipRecruiter salary data. Most workers in this role earn between $111,000.00 and $145,500.00 per year, depending on experience, location, and employer.

What are some common challenges faced by professionals in Wealth Management Tax roles?

Professionals in Wealth Management Tax roles often encounter the challenge of staying current with constantly evolving tax laws and regulations, which can impact client portfolios and strategies. Balancing the personalized needs of multiple clients and developing optimized tax-saving solutions requires strong organizational and analytical skills. Additionally, collaborating with financial advisors, estate planners, and legal professionals is essential to provide comprehensive wealth management services. Successfully managing these factors ensures clients receive tailored, compliant advice while maximizing their long-term financial goals.

What are the key skills and qualifications needed to thrive in the Wealth Management Tax position, and why are they important?

To thrive in Wealth Management Tax, you need a deep understanding of tax regulations, financial planning, and investment strategies, often supported by a degree in accounting, finance, or related fields and professional certifications such as CPA or CFP. Proficiency with tax preparation software, financial modeling tools, and client management systems is highly valued. Exceptional attention to detail, strong client communication, and the ability to explain complex concepts clearly are critical soft skills. These attributes are essential for ensuring client compliance, optimizing tax outcomes, and building trust in high-stakes financial environments.

What is a Wealth Management Tax job?

A Wealth Management Tax job involves providing tax planning and advisory services to high-net-worth individuals, families, and businesses. Professionals in this role help clients minimize tax liabilities, comply with tax regulations, and develop strategies for estate planning, charitable giving, and investment taxation. They work closely with financial advisors, attorneys, and accountants to create comprehensive wealth management plans. Strong knowledge of tax laws, financial planning, and wealth preservation strategies is essential for success in this field.

More about Wealth Management Tax jobs
What are the most commonly searched types of Wealth Management Tax jobs? The most popular types of Wealth Management Tax jobs are:
What job categories do people searching Wealth Management Tax jobs look for? The top searched job categories for Wealth Management Tax jobs are:
Wealth Management Tax jobs near you
Infographic showing various Wealth Management Tax job openings in the United States as of June 2026, with employment types broken down into 2% As Needed, 22% Full Time, 49% Part Time, 2% Temporary, and 25% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $129,367 per year, or $62.2 per hour.
Tax Manager - Wealth Management

Tax Manager - Wealth Management

Regal Executive Search

Irvine, CA • On-site

$118K - $155K/yr

Full-time

Medical, Retirement

Posted 26 days ago

Job description

Job Description
Tax Manager - Wealth Management
What we are looking for -
As a member of the Tax Services Team, the Tax Manager is primarily responsible for the administration and delivery of U.S. (federal and state) income, gift, and estate tax services to our clients. This person will work closely with our Wealth Management Directors in managing client relationships and the development of our Associates. This position will be responsible for the supervision, training, and mentoring of Tax Services Associates. Occasional travel and periodic after-hours work will be required.
You will -
  • Prepare and review (individual, fiduciary, partnership, S-Corporation, non-profit, and C-corporation) income tax, gift and estate tax work papers and returns and projections and estimated tax payment vouchers
  • Work with clients (by telephone, written correspondence, and/or face to face meetings) as well as Wealth Managers as needed
  • Supervise, evaluate and mentor members of the department
  • Manage Tax Services Department responsibilities (project management and monitoring, e-filing, tax software, tracking of work flow, creating and maintaining templates, mailing of returns, scanning of documents, etc.)
  • Perform other professional and administrative duties as assigned

We are looking for -
  • Bachelor's degree in accounting, finance, or business
  • CPA, Masters in Taxation, LLM in Taxations, or JD
  • Five to seven years of progressive tax compliance and/or tax consulting experience; experience in public accounting
  • Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
  • Previous tax return review experience
  • Team Player attitude
  • Strong leadership, recruiting, training and mentoring skills
  • Good organization skills
  • Strong computer skills including proficiency in Microsoft Office Suite, Go-System Tax RS, Planner CS, RIA Checkpoint, and UltraTax CS
  • Ability to work additional hours as needed and travel to various client sites

We offer -
  • Collaborative fun environment
  • Commuter benefit up to $265 monthly
  • Generous 401(k) match
  • Individual and cash profit sharing bonuses
  • Generous company contribution to medical benefits
  • Summer 'Give Back to the Community' outings
  • Catered weekly lunch and healthy snacks
  • Fully paid company retreats

Meet Your Recruiter
Tim Bramley

Apply